3 / 5 Stars
4 4 5 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#8 in Utilities
U.S. News evaluated 17 Utilities Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.72 percent over the past year, 11.22 percent over the past three years, and 18.58 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.6%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||18.6%|
|10 Years (Annualized)||N/A|
The investment seeks total return from income and capital growth. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of domestic and foreign public utilities and energy companies. It has adopted a policy to concentrate its investments (invest at least 25% of its assets) in companies involved to a significant extent in the Utilities and/or Energy Industries. The fund may invest in municipal utility companies, including rural electric cooperatives and similar organizations.
Fees are Low compared to funds in the same category.
Reaves Utilities and Energy Infrastructure Fund has an expense ratio of 1.55 percent.
Risk is Average compared to funds in the same category according to Morningstar.